Actionstep Practice Management Gives Your Firm Insight

Actionstep is law practice management software that offers matter management, workflow automation, time billing, and accounting.

Details

Actionstep provides your firm with an all-in-one practice management solution. With a workflow-centric philosophy that incorporates significant input from users, Actionstep can help streamline your practice.

When you open your law practice management software, you want to be able to see your most important information at a glance. With a homepage designed by its users, Actionstep makes sure that happens. You’ll see a calendar and an alert bar to remind you of overdue tasks. Need to find something ASAP? Use the quick search feature. If you need a place to jot down a note quickly, there’s a scratch pad where you can dump information and later transfer it to the appropriate matter. Finally, there’s a recent activity feed that provides you with a view of who is doing what in the firm.

With over 100 standard built-in reports, Actionstep allows you to get the insights you need. You can see client transactions, aged receivables, client profitability, and more. You’ll always be on top of what is happening at your firm. You can also create custom lists and have direct access to your Actionstep database by downloading it to your local server.

Actionstep also gives you a customized workflow for each matter type. This provides quality control—you can’t move forward a step until previous matters have been completed. This also allows you to see where bottlenecks are in your process.

Finally, Actionstep offers enhanced billing with a fully integrated general ledger. It’s billing explicitly designed for the legal consumer and allows you to set discounts, customize rates, and more. You can accept retainers in both a trust and a general account.

How to Get It

Actionstep has one plan for $60 per user per month. That plan includes all Actionstep features, including enhanced billing, document assembly, and more. There is no long-term contract. To request a demo or for a free 14-day trial, contact Actionstep today.

Lawyerist
Lawyerist is home to the largest online community of solo and small-firm lawyers in the world. Through our Lawyerist Lab program, we work with lawyers to build more successful practices by implementing the ideas from our bestselling book The Small Firm Roadmap and our weekly Lawyerist Podcast.